Wealth manager Work, Jobs in Blagdon, Som (with Salaries)

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
7d
Openings Support Manager
Hickory's Smokehouse —Cardiff
- Up to £35,000 a year
- Full-time
- Restaurant management
- Team management
- Mentoring
- Health & wellbeing programme
- Employee discount
Quick apply
Senior Private Secretary
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Writing skills
- Project management
- Travel
14d
Regulation Officer - Funding
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Continuous improvement
- Annual leave
12d
Technologist
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Data analysis skills
- Travel
- Communication skills
- Annual leave
Team Manager Corporate Parenting (Early Permanence/Adoption, Children in Care, Care Leavers)
South Gloucestershire Council —Yate
- £55,534 - £60,390 a year
- Full-time
- Travel
- IT
- Leadership
- Annual leave
- Employee discount
Project Manager - Regional Civil Engineering business - South West
Octavius Infrastructure —Bath
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Continuous improvement
- Annual leave
9d
Senior / Principal Consultant – Defence / Submarine Enterprise
i3Works —Bristol
- £50,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Flexi Area Nursery Support Practitioner Portishead
Storal —Warminster
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Consultant - Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £40,000 - £60,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
External Engagement, Events and Conferencing Co-ordinator
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Organisational skills
- Communication skills
- Annual leave
10d
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Mentoring
- Communication skills
Customer Service Adviser
Pelican —Bristol
- Full-time
- Communication skills
- Annual leave
- Referral programme
8d
Data Researcher
S&P Global —Cardiff
- Data analysis skills
- Analysis skills
- Data entry
- Annual leave
- Employee discount
6d
Investment Manager (Bristol)
Arbuthnot Latham —Bristol
- Master's degree
- Business development
- Analysis skills
6d
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver
Flannery Plant Hire —Newport
- Maintenance
- Driving
- Communication skills
- Employee assistance programme
Newly Qualified Children's Social Worker (ASYE Social Worker)
South Gloucestershire Council —Patchway
- £36,363 - £39,152 a year
- Full-time
- Experience working with children
- Travel
- Annual leave
- Employee discount
Senior Project Manager – Technical Delivery
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Agile
- Leadership
- Communication skills
- Annual leave
22h
Rugby Development Apprenticeship Programme
The Welsh Rugby Union —Cardiff
- £12,515 a year
- Weekend availability
- Hybrid work
- Marketing
- University
- Free parking
- Employee assistance programme

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Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
7 days ago

Qualifications

Investment
Suitability report preparation
Stakeholder liaison
Administrative support experience
Internal department liaison
Administrative experience
Continuous improvement
Organisational skills
Financial services
Communication skills
A Level
Client onboarding compliance checks

Full job description

About the Role:

We are looking for a highly organised and proactive Investment Manager's Assistant to join our successful and growing Investment Management team on a Part Time basis.

This is an excellent opportunity for an administrative professional who enjoys working in a fast-paced, client-focused environment and is interested in the world of investments and wealth management. Supporting a small but busy team of Investment Managers, you will play a vital role in ensuring the smooth day-to-day running of client portfolios and delivering an outstanding service experience.

As a key member of the team, you will provide comprehensive administrative support, manage client records, coordinate account administration, and liaise with both clients and internal departments. While you will be involved in supporting client relationships, this is primarily an administration-focused role and does not involve regulated investment activity.

What You'll Be Doing:

Providing high-quality administrative support to a team of Investment Managers.
Assisting with the opening, maintenance, and closure of client accounts, including the collection of AML documentation.
Maintaining accurate and up-to-date client records and documentation.
Supporting the preparation and administration of client suitability reports.
Acting as a point of contact for client queries and communications.
Liaising with professional intermediaries including solicitors and accountants.
Monitoring the progress of new investments and resolving administrative issues where required.
Coordinating cash movements and payments with internal operational teams.
Ensuring client files are managed accurately and in accordance with regulatory requirements.
Supporting new business opportunities by ensuring all documentation is completed and processed efficiently.
Assisting with occasional project work, including KYC and client review exercises.
Identifying opportunities to improve team processes and administrative efficiency.

You will bring:

Previous experience in an administrative role, ideally within investment management, wealth management, financial services, or a similar professional services environment.
Excellent written and verbal communication skills.
Strong organisational skills with the ability to prioritise competing demands.
High levels of accuracy and attention to detail.
A proactive approach to problem-solving and continuous improvement.
Strong numerical skills and confidence handling financial information.
A collaborative and flexible approach to teamwork.
A positive, enthusiastic, and professional attitude.

Qualifications & Experience:

GCSEs (or equivalent) including Maths and English.
A Levels or further education qualifications are desirable.
An industry-recognised qualification, such as the Investment Operations Certificate (IOC) , would be advantageous but is not essential.
A general understanding of investment management, financial markets, or investment operations would be beneficial.

Why Join Us?

Opportunity to work alongside experienced Investment Managers within a respected wealth management environment.
Exposure to a wide range of clients and investment portfolios.
Supportive team culture with opportunities for professional development.
Competitive salary and benefits package.
A varied and rewarding role where your contribution makes a genuine difference to the client experience.

Apply Now

Refine Your Search

wealth manager jobs in blagdon, som

Investment Managers Assistant

Openings Support Manager

Senior Private Secretary

Regulation Officer - Funding

Technologist

Team Manager Corporate Parenting (Early Permanence/Adoption, Children in Care, Care Leavers)

Project Manager - Regional Civil Engineering business - South West

Senior / Principal Consultant – Defence / Submarine Enterprise

Flexi Area Nursery Support Practitioner Portishead

Consultant - Senior Consultant: Project Controls / Planning

External Engagement, Events and Conferencing Co-ordinator

Wealth Paraplanner

Customer Service Adviser

Data Researcher

Investment Manager (Bristol)

Director Business Development

3.5t Van/Pickup - Class 1 (C+E) Lowloader Cover Driver Driver

Newly Qualified Children's Social Worker (ASYE Social Worker)

Senior Project Manager – Technical Delivery

Rugby Development Apprenticeship Programme

I want to receive the latest job alerts for wealth manager in blagdon, som

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